Adding Speakers and Inviting Them to the Speaker Portal
Speakers, like all stakeholders in the PheedLoop system, are an integral part of putting on an excellent event. If there is a case where speakers can’t register or you need to bulk import your speakers into the PheedLoop system, you can do this manually in the Event Dashboard.
1. Adding Speakers
Quick Tip - each Speaker must have their own unique email address. That is critical. This information will be shared with attendees. No emails will be sent unless you trigger the email (see below).
- From the Event Dashboard, navigate to Speakers > Speakers
- Above the Speakers table, select Create
- Fill out First Name, Last Name, and Email Address
- Under Sessions, select the sessions the speaker will be a part of
- Under Advanced Options > Tags, select the tags designated for the speaker
- Toggle on the Speaker is Visible, Show Profile in Website Directory, Show Profile in Website Card Array, Show Profile in App checkboxes
- Select Save Changes
Note - each Speaker will also have a corresponding attendee profile created. Any changes to the speaker must be made in the speaker section of the dashboard.
2. Importing Speakers
For convenience, PheedLoop offers the option to create multiple Speakers simultaneously through a CSV upload.
- From the Event Dashboard, navigate to Speakers > Speakers
- Above the Speaker's table, select the upload button
- Select Download Template
A CSV file will now be downloaded onto your device. Open the CSV file and fill out the columns. Definitions for each column can be found under the Headings For the Speaker Upload Template section below. Once filled out, proceed with the following steps:
- Save the file and submit it by clicking and dragging the file into the Drag and drop some files here, or click to select files section
- Select Submit
Headings For the Speaker Upload Template
| code | The code for the speaker. If you are creating a speaker, this field is not necessary to use. If you would like to edit an existing speaker, enter the code under this field. The speaker can be downloaded by selecting the download icon under Speakers > Speakers. |
| first_name | The first name of the speaker. |
| last_name | The last name of the speaker. |
| The email belonging to the speaker. | |
| location | The address of the speaker. |
| title | The title of the speaker. |
| designations | Any designations belonging to the speaker can be entered under this column. |
| pronouns | Enter the preferred pronouns of the individual under this column. |
| address_phone | The phone number of the speaker. |
| company | The organization the speaker belongs to. |
| about | The biography for the speaker. Text entered here will appear under the About/Bio field. |
| personal_website | Enter the personal website of the speaker under this field. |
| company_website | Enter the organization website belonging to the speaker under this column. |
| Enter a URL to the speaker's X (formerly Twitter) account under this field. | |
| Enter a URL to the speaker's LinkedIn URL in this field. | |
| instructions | Any instructions that an administrator would like to share with the speaker. Text entered here will appear in the instructions field in the Event Dashboard and in the Speaker Portal's Information page. |
| visible | Type TRUE to enable the Speaker is Visible checkbox. Type FALSE or leave blank to keep this setting off. |
| is_visible_website | Type TRUE to enable the Show Profile in Website Directory checkbox. Type FALSE or leave blank to keep this setting off. |
| is_visible_website_cards | Type TRUE to enable the Show Profile in Website Card Array checkbox. Type FALSE or leave blank to keep this setting off. |
| is_visible_app | Type TRUE to enable the Show Profile in App checkbox. Type FALSE or leave blank to keep this setting off. |
| tags | Enter any tag codes you wish to assign to speakers. Tag codes can be found by selecting the download icon under Tags > Tags. For more information on speaker tags, please review our Adding Editing and Using Speaker Tags article. |
| sessions | Enter any session codes you wish to assign the speaker to. Session codes can be found by selecting the download icon under Sessions > Sessions. For instructions on creating sessions, please review our How to Add, Import and Edit Sessions article. |
| app_widget_enabled | Type true to enable the Enable App Widget checkbox. Type false or leave blank to keep this setting off. For more information on widgets, please review our Customizing App Layout for PheedLoop Go! article. |
| order_num | Use this column to arrange the order for the speaker to appear in. For more information, please review our Reordering Sessions, Exhibitor and Sponsor in the Event Dashboard via the Import Tool article. |
3. Inviting Speakers to Their Speaker Portal
- From the Event Dashboard, navigate to Speakers > Speakers
- Select the speaker or speakers you would like to invite to their speaker portal
- Above the speaker table, select Actions > Welcome Email > Confirm
- To learn more about the Speaker Portal email, read our article here.